Import Bundle Products via CSV File

The import bundle products via CSV file feature allows you to add bundle products in bulk through a single import file, instead of creating each bundle manually. This feature makes it easy to upload large quantities of bundles at once and saves significant time.

Before You Begin

• Make sure the “Inventory Management” setting is enabled.
• Make sure the “Bundles and Composite Items System” permission is enabled.
• Prepare the file you want to import in CSV format.

Steps to Import Bundle Products via CSV File

1. From the side menu, click “Inventory”, then go to “Products & Services”.
2. Click the “Import” button, then select “Import Products”.
3. Click “Download Sample” at the top of the page to download the template file, which includes ready-made guiding rows.
4. Fill in the template to import bundle products as follows:
   • Name (required): the column for the product’s name.
   • Description: the column for the product’s description.
   • Product Code: the column for recording the product code. It can be left empty, in which case the system will assign a code number using its own product sequencing.
   • Bundle Code: the column for the code of the product linked to the bundle product, where:
     • If the product type is Raw and it has a bundle code, this product will be linked to the bundle product upon import.
     • If the product type is Raw and the bundle code field is empty, it will be imported as a regular, standalone product.
   • Bundle Item Quantity: this field must contain numbers only, representing the required quantity of the raw product linked to the bundle product. This field will be ignored if:
     • The product type is not Raw.
     • The raw product does not have a bundle code.
   • Barcode: the column for the product codes as they will be used in sales, purchase, and inventory tracking operations.
   • Type: the column that determines the nature of the product, whether it is a bundle product or a raw product belonging to a bundle product.
   • Bundle Type: the column for the type of bundle product, either a pack bundle product or a compound bundle product.
     • Note: If the product type is Bundle Product and the Bundle Type field is left empty, a message will appear stating that “Bundle type is required.”
   • Retail Price: the column for the products’ selling prices.
   • Buy Price: the column for the products’ purchase prices.
   • Minimum Price: the column for setting the minimum price value for the product.
   • Tax1: The column for choosing the product’s primary tax.
     • Note: the values in the columns are represented sequentially according to the order of the tax in the “Tax Settings” list from top to bottom.
   • Tax2: the column for choosing the product’s secondary tax.
     • Note: the values in the columns are represented sequentially according to the order of the tax in the “Tax Settings” list from top to bottom.
   • Category: the column for the products’ categories. 
   • Brand: the column for the product brands.
   • Warehouse: the column containing the warehouse value for the product.
     • Note: the value in this column is represented by numbers, sequentially according to the number of warehouses added to the account. For example: the main warehouse is “1,” the second warehouse is “2,” the third warehouse is “3”.
   • Supplier: the column for the supplier’s name.
   • Track Stock: the column containing the value confirming inventory tracking for the product (“0” means no inventory tracking, while “1” means inventory tracking is enabled).
     • Note: if there are “Custom Fields” within the product file, similar fields will appear in the list, and their values are represented by defining additional columns in the file.
   • Stock Level: the column containing the available quantity of the product in stock.
   • Tracking Type: the column containing the tracking type for the product within inventory, according to the tracking method selected for the product, whether tracking by quantity only, serial number, lot number, expiry date, or a combination of lot number and expiry date.
     • Note: the “Track Products Using Serial, Lot or Expiry Date” option must be enabled first.
   • Price List 1: enter the product price that will be applied when using Price List 1.
   • Price List 2: enter the product price that will be applied when using Price List 2.
   • Price List 3: enter the product price that will be applied when using Price List 3.
5. Once you’ve finished filling in the file, upload it in CSV format on the import screen.
   • Note: please note that the only supported CSV formats are: Comma Separated, Tab Delimited, Semi-Colon Separated.
6. Select the format of the uploaded file.
7. Check the “Import first row” box if you haven’t added a header for each column in your file.
8. Click the “Next Step” button.
9. On the field mapping screen, match the fields in the system with their corresponding fields in the file you uploaded.
10. Check “Update an existing product with new data” to update the data of products that already exist with the new data found in the file, based on the field selected for matching, such as Name, Product Code, or Barcode, to identify the product.
    • Note: if this option is not enabled, existing products will not be updated, and duplicate data will be ignored.
11. Click the “Import” button to complete the import process.
12. An import confirmation screen will appear confirming the success of the import process. If any record fails to import, the reason for the failure will be explained on the screen.

How the System Works

• Imported bundle products are added to the Products & Services screen without modifying or deleting any existing bundle products.
• Imported bundle products are treated the same as products added manually.

Validation Rules

• The file to be imported must be prepared in one of the supported CSV formats only: Comma Separated, Tab Delimited, Semi-Colon Separated.
• The fields specific to bundle products (Bundle Code, Bundle Item Quantity, and Bundle Type) must be filled in the file to be imported for the product to be entered as a bundle product.
• The “Bundle Code” value must not be left empty in the raw product’s field, since the bundle code value links the raw product to the matching bundle product; leaving it empty means the raw product will be imported as a standalone regular product without any linkage.